Morningstar

AMG River Road Large Cap Value Select Fund - Class I MEQFX

Morningstar Medalist Rating
Medalist Rating as of | See AMG Investment Hub
  • NAV / 1-Day Return 19.16  /  −0.31 %
  • Total Assets 42.1M
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 0.96%
  • Turnover 115%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:34 AM GMT+0

Morningstar’s Analysis MEQFX

Will MEQFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MEQFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MEQFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MEQFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AMG River Road Large Cap Value Select I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings MEQFX

More MEQFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

8.40 4M
Financial Services

BJ's Wholesale Club Holdings Inc

5.84 2M
Consumer Defensive

Labcorp Holdings Inc

5.73 2M
Healthcare

Amrize Ltd Registered Share

5.23 2M
Basic Materials

American Express Co

5.18 2M
Financial Services

CRH PLC

4.89 2M
Basic Materials

Fairfax Financial Holdings Ltd Shs Subord.Vtg

4.56 2M
Financial Services

Meta Platforms Inc Class A

4.36 2M
Communication Services

The Walt Disney Co

4.22 2M
Communication Services

StandardAero Inc

4.21 2M
Industrials

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